Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Victory Trivalent International Small-Cap Fund Mutual fund in their Schedule of Assets, totaling $11.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | U.A. PLUMBERS & STEAMFITTERS LOCAL 22 PENSION FUND U.A. PLUMBERS & STEAMFITTERS LOCAL 22 PENSION FUND | WEST SENECA NY | 851 | $288.9M | $8.2M |
| 2 | ALPHA INDUSTRIES MANAGEMENT, INC. ALPHA INDUSTRIES MANAGEMENT, INC. 401(K) PLAN | PAMPANO BEACH FL | 810 | $56.8M | $898K |
| 3 | GROUP 1001 RESOURCES LLC |
ZIONSVILLE IN |
| 1,585 |
| $172.3M |
| $762K |
| 4 | MEDICAL IMAGING OF LEHIGH VALLEY, P.C. MILV 401(K) PROFIT SHARING PLAN | ALLENTOWN PA | 118 | $72.2M | $343K |
| 5 | WALSWORTH PUBLISHING COMPANY, INC. WALSWORTH PUBLISHING COMPANY 401(K) SAVINGS PLAN | MARCELINE MO | 1,297 | $142.0M | $321K |
| 6 | RINCHEM COMPANY LLC. RINCHEM COMPANY LLC AND AFFILIATES RETIREMENT SAVINGS PLAN | ALBUQUERQUE NM | 730 | $28.1M | $303K |
| 7 | ALVOGEN GROUP, INC. ALVOGEN GROUP SAVINGS INCENTIVE PLAN | NORWICH NY | 576 | $105.6M | $241K |
| 8 | JEFFER MANGELS BUTLER & MITCHELL LLP JEFFER MANGELS BUTLER & MITCHELL LLP PROFIT SHARING AND 401(K) PLAN | LOS ANGELES CA | 180 | $150.6M | $209K |
| 9 | M.S. AEROSPACE, INC. M. S. AEROSPACE 401(K) PLAN | SYLMAR CA | 217 | $15.2M | $157K |
| 10 | ROSENDIN ELECTRIC ROSENDIN ELECTRIC 401(K) SAVINGS PLAN | SAN JOSE CA | 2,243 | $188.8M | $142K |
